Headlines

DOL Update: June 9th Has Arrived!
Featuring Larry Rybka

June 9, 2017

Now that June 9th has arrived, Larry Rybka, JD, CFP® from Valmark Financial Group gives the recap and info on what we need to do…

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Real Wealth® joins the NAIFA Wisconsin 2017 Sales Congress

May 20, 2017

We had a great time visiting and collaborating with you in Elkhart Lake! Scroll down to: See Event Photos Learn More about Charitable Planning Opportunities for…

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Real Wealth® is Now TURNKEY – Plus a fresh new look!

April 7, 2017

“Thank you for streamlining this valuable service to the point that it’s almost effortless on the users part!” – Attendee Monica Boyd

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Taxes and the DoL Rules:
An Update by NAIFA’s Judi Carsrud

May 12, 2017

Judi Carsrud of NAIFA’s Government Relations Team was kind enough to jump on Power Session LIVE to give us the lastest news with the DoL.  She reviewed what…

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DoL Update & Preparation Tips from
MDRT Top of the Table Advisor, Jason L. Smith

April 14, 2017

Documentation is key in a post-DoL Rule world, and we need to start preparing and implementing processes now.

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NAIFA’s Judi Carsrud Explains DoL Rule Delays and NAIFA’s Next Moves

March 10, 2017

“The NAIFA update on the DOL was very valuable & insightful!” – Attendee Albert Kirchner  

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Forecasting Retirement with Curtis Cloke

February 28, 2017

“I’ve never seen anything like this before, it’s awesome!” – Attendee Jeff Duncan Not only is Curtis a 10 year MDRT Top of the Table Advisor,…

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2 in 1! – How HRAs can save you $5,984/yr + IT Security and best practices

February 10, 2017

“I had thought that HRAs for sole proprietors were dead!  Thanks for the great info so I can revisit potential recommendation of HRAs to applicable…

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FSI’s David Bellaire Gives DoL Update After Texas Ruling & Trump Memorandum

“Excellent, timely overall update to DOL Fiduciary Rule!” – Attendee Joe Anthes

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